Who owns DIMENSIONAL ETF TRUST?
- Ticker: DFAR
- CUSIP Number: 25434v823
Tip: Access positions for across all investors
Analyze quarterly positions in Dimensional Etf Trust with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
Top investors of Dimensional Etf Trust stock
Who bought or sold DIMENSIONAL ETF TRUST this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Colony | 3.8M | $87M | 3% | Dec 2025 |
|
| HighTower Advisors | 2.7M | $64M | 5% | Mar 2026 |
|
| Elwood & Goetz Wealth Advisory Group | 2.5M | $60M | 6% | Mar 2026 |
|
| Prudential Financial | 2.2M | $52M | -10% | Mar 2026 |
|
| Root Financial Partners | 2.1M | $50M | 11% | Mar 2026 |
|
| Vise Technologies | 1.7M | $39M | 0% | Mar 2026 |
|
| Moisand Fitzgerald Tamayo | 1.4M | $34M | 6% | Mar 2026 |
|
| RAM Investment Partners | 1.4M | $34M | 5% | Mar 2026 |
|
| Two Sigma Investments | 1.3M | $31M | 91% | Mar 2026 |
|
| Great Oak Capital Partners | 1.1M | $26M | 5% | Mar 2026 |
|
| Rather & Kittrell | 1.0M | $24M | 0% | Mar 2026 |
|
| Beacon Pointe Advisors | 853k | $20M | 131% | Dec 2025 |
|
| Savant Capital Management | 713k | $17M | -26% | Mar 2026 |
|
| Sequoia Financial Advisors | 707k | $17M | 3% | Mar 2026 |
|
| Wealth Dimensions Group | 704k | $17M | 8% | Mar 2026 |
|
| Burton Enright Welch | 698k | $17M | 3% | Mar 2026 |
|
| Phillips Financial Management | 695k | $16M | -7% | Mar 2026 |
|
| United Wealth Management | 595k | $14M | 13% | Mar 2026 |
|
| Fidato Wealth | 533k | $13M | 2% | Mar 2026 |
|
| Beaird Harris Wealth Management | 522k | $12M | -52% | Dec 2025 |
|
| Burns Wealth Management | 515k | $12M | 5% | Mar 2026 |
|
| Pathstone Holdings | 510k | $12M | -16% | Mar 2026 |
|
| Core Wealth Management | 485k | $12M | 2% | Mar 2026 |
|
| LRI Investments | 462k | $11M | 31% | Mar 2026 |
|
| Jackson Thornton Asset Management | 456k | $11M | 6% | Mar 2026 |
|
| Concurrent Investment Advisors | 447k | $11M | 100% | Mar 2026 |
|
| Pinney & Scofield | 431k | $10M | 16% | Mar 2026 |
|
| Buckingham Strategic Partners | 429k | $10M | 341% | Mar 2026 |
|
| Satovsky Asset Management | 423k | $9.7M | 2% | Dec 2025 |
|
| North Berkeley Wealth Management | 421k | $10M | 152% | Mar 2026 |
|
| Onyx Financial Advisors | 413k | $9.8M | 10% | Mar 2026 |
|
| Timonier Family Office | 407k | $9.3M | 6% | Dec 2025 |
|
| Raymond James Financial | 403k | $9.2M | 9% | Dec 2025 |
|
| Forum Financial Management | 401k | $9.5M | 0% | Mar 2026 |
|
| Helen Stephens Group | 390k | $9.2M | 3% | Mar 2026 |
|
| Apella Capital | 388k | $10M | 140% | Mar 2026 |
|
| LPL Financial | 382k | $9.0M | -10% | Mar 2026 |
|
| Betterment | 354k | $8.1M | 2% | Dec 2025 |
|
| Pillar Financial Advisors | 353k | $8.4M | 13% | Mar 2026 |
|
| Crestmont Private Wealth | 339k | $8.0M | 3% | Mar 2026 |
|
| Straight Path Wealth Management | 322k | $7.6M | 12% | Mar 2026 |
|
| Dynamic Advisors Solutions | 315k | $7.4M | 4% | Mar 2026 |
|
| Financial Harvest | 294k | $7.0M | 9% | Mar 2026 |
|
| Private Advisor | 294k | $6.9M | 6% | Mar 2026 |
|
| Curio Wealth | 285k | $6.7M | 6% | Mar 2026 |
|
| Vannoy Advisory Group | 282k | $6.7M | 2% | Mar 2026 |
|
| Awm Capital | 265k | $6.3M | 4% | Mar 2026 |
|
| Pinnacle Financial Group, LLC / IL | 258k | $6.1M | 0% | Mar 2026 |
|
| Stokes Family Office | 247k | $5.8M | -6% | Mar 2026 |
|
| Oceanside Advisors | 235k | $5.6M | 6% | Mar 2026 |
|
| Chicago Partners Investment | 219k | $5.5M | 3% | Mar 2026 |
|
| Gradient Capital Advisors | 214k | $5.1M | 4% | Mar 2026 |
|
| Seneschal Advisors | 213k | $5.0M | 6% | Mar 2026 |
|
| Northwestern Mutual Wealth Management Company | 212k | $5.0M | -3% | Mar 2026 |
|
| Integrity Wealth Solutions | 209k | $4.9M | 7% | Mar 2026 |
|
| Grand Wealth Management | 204k | $4.8M | 8% | Mar 2026 |
|
| Legacy Financial Group | 203k | $4.8M | 0% | Mar 2026 |
|
| Diversify Wealth Management | 199k | $5.1M | 6% | Mar 2026 |
|
| DecisionPoint Financial | 194k | $4.6M | 4% | Mar 2026 |
|
| Frank. Day | 189k | $4.8M | 6% | Mar 2026 |
|
| Citrine Capital | 187k | $4.4M | 4% | Mar 2026 |
|
| Mercer Global Advisors | 183k | $4.3M | 185% | Mar 2026 |
|
| Summit Wealth Group Llc / Co | 183k | $4.3M | -4% | Mar 2026 |
|
| Strategic Wealth Advisors | 181k | $4.3M | 100% | Mar 2026 |
|
| Bridgewater Advisors | 178k | $4.2M | -67% | Dec 2025 |
|
| Arcadia Wealth Management | 178k | $4.1M | 7% | Dec 2025 |
|
| Rachor Investment Advisory Services | 177k | $4.2M | 0% | Mar 2026 |
|
| AE Wealth Management | 172k | $4.1M | 5% | Mar 2026 |
|
| Envestnet Asset Management | 170k | $4.0M | 109% | Mar 2026 |
|
| BCU Wealth Advisors | 170k | $4.0M | -1% | Mar 2026 |
|
| Ruedi Wealth Management | 169k | $4.0M | 2% | Mar 2026 |
|
| Disciplined Investments | 168k | $4.0M | 10% | Mar 2026 |
|
| Professional Financial Solutions | 166k | $3.9M | 20% | Mar 2026 |
|
| Hurlow Wealth Management Group | 164k | $3.9M | 28% | Mar 2026 |
|
| Maryland Capital Advisors | 163k | $3.7M | 4% | Dec 2025 |
|
| Rockwood Wealth Management | 163k | $3.9M | -2% | Mar 2026 |
|
| Burk Holdings | 163k | $3.8M | 15% | Mar 2026 |
|
| Evanson Asset Management | 161k | $3.8M | 0% | Mar 2026 |
|
| Warburton Capital Management | 160k | $4.0M | 30% | Mar 2026 |
|
| Creative Planning | 160k | $3.8M | 104% | Mar 2026 |
|
| Bannerman Wealth Management Group | 158k | $3.7M | 8% | Mar 2026 |
|
| Strathmore Capital Advisors | 152k | $3.9M | 20% | Mar 2026 |
|
| Integrated Wealth Concepts | 149k | $3.5M | 31% | Mar 2026 |
|
| Aprio Wealth Management | 145k | $3.4M | -2% | Mar 2026 |
|
| Squire Investment Management Company | 136k | $3.2M | 15% | Mar 2026 |
|
| Cambridge Investment Research Advisors | 129k | $3.0M | 213% | Mar 2026 |
|
| PFG Advisors | 127k | $3.0M | 9% | Mar 2026 |
|
| Johnson Wealth Management | 126k | $3.0M | 100% | Mar 2026 |
|
| Glass Jacobson Investment Advisors | 126k | $3.0M | 16% | Mar 2026 |
|
| Tillman Hartley | 121k | $2.9M | 2% | Mar 2026 |
|
| Builder Investment Group | 119k | $2.8M | -3% | Mar 2026 |
|
| Mml Investors Services | 114k | $2.7M | -9% | Mar 2026 |
|
| Summit Wealth Group | 110k | $2.6M | 4% | Mar 2026 |
|
| Pacific Asset Management | 104k | $2.5M | 18% | Mar 2026 |
|
| Applied Capital | 100k | $2.4M | 4% | Mar 2026 |
|
| CarsonAllaria Wealth Management | 97k | $2.3M | -7% | Mar 2026 |
|
| Note Advisors | 96k | $2.3M | 4% | Mar 2026 |
|
| Fmb Wealth Management | 94k | $2.2M | 7% | Mar 2026 |
|
| Commonwealth Equity Services | 94k | $2.2M | -12% | Mar 2026 |
|
| Andrews, Lucia Wealth Management | 93k | $2.2M | 14% | Mar 2026 |
|
| Trailhead Planners | 90k | $2.1M | 100% | Mar 2026 |
|
| GK Wealth Management | 88k | $2.1M | 100% | Mar 2026 |
|
| Dwr Wealth Management | 88k | $2.1M | 100% | Mar 2026 |
|
| Hanson McClain Advisors | 88k | $2.0M | 21% | Dec 2025 |
|
| Ferguson Johnson Wealth Management | 87k | $2.0M | 8% | Mar 2026 |
|
| Advisor Group Holdings | 86k | $2.0M | 8% | Dec 2025 |
|
| SageView Advisory Group | 86k | $2.0M | 6% | Dec 2025 |
|
| Vestia Personal Wealth Advisors | 75k | $1.8M | -2% | Mar 2026 |
|
| Moneta Group Investment Advisors | 74k | $1.8M | 100% | Mar 2026 |
|
| Redwood Park Advisors | 72k | $1.7M | 21% | Mar 2026 |
|
| JMG Financial Group | 69k | $1.6M | 4% | Mar 2026 |
|
| Clune & Associates | 69k | $1.6M | -13% | Mar 2026 |
|
| RCS Financial Planning | 68k | $1.6M | -1% | Mar 2026 |
|
| First Financial Group Corp | 67k | $1.6M | -1% | Mar 2026 |
|
| Farther Finance Advisors | 66k | $1.6M | 173% | Mar 2026 |
|
| Garrett Investment Advisors | 62k | $1.5M | 3% | Mar 2026 |
|
| Weinberger Asset Management | 60k | $1.4M | 7% | Mar 2026 |
|
| Quadrature Capital | 60k | $1.4M | 100% | Dec 2025 |
|
| BKD Wealth Advisors | 60k | $1.4M | -9% | Mar 2026 |
|
| Apollon Wealth Management | 59k | $1.4M | -9% | Mar 2026 |
|
| WPWealth | 57k | $1.3M | 12% | Mar 2026 |
|
| Signature Estate and Investment Advisors | 56k | $1.3M | 0% | Mar 2026 |
|
| Infinity Wealth Counsel | 55k | $1.3M | 2% | Mar 2026 |
|
| Sprinkle Financial Consultants | 55k | $1.3M | 50% | Mar 2026 |
|
| AssuredPartners Investment Advisors | 54k | $1.3M | 7% | Mar 2026 |
|
| Vawter Financial | 53k | $1.2M | -8% | Dec 2025 |
|
| Kestra Advisory Services | 53k | $1.2M | 3% | Mar 2026 |
|
| Sanctuary Advisors | 53k | $1.2M | -4% | Mar 2026 |
|
| Tfo-tdc | 52k | $1.2M | 100% | Mar 2026 |
|
| Arcadia Wealth Management | 52k | $1.2M | -5% | Mar 2026 |
|
| Vantage Point Financial | 51k | $1.2M | -1% | Mar 2026 |
|
| Sterling Financial Planning | 50k | $1.2M | 5% | Mar 2026 |
|
| CI Private Wealth | 50k | $1.2M | 1% | Mar 2026 |
|
| Aznar Financial Advisors | 50k | $1.1M | 100% | Dec 2025 |
|
| Sowell Financial Services | 48k | $1.1M | 1% | Mar 2026 |
|
| Ballast Financial Advisors | 47k | $1.1M | 100% | Mar 2026 |
|
| Ariadne Wealth Management | 47k | $1.1M | 0% | Mar 2026 |
|
| Red Lighthouse Investment Management | 46k | $1.1M | 0% | Mar 2026 |
|
| DiNuzzo Private Wealth | 46k | $1.1M | 1% | Mar 2026 |
|
| Porter White Investment Advisors | 46k | $1.1M | 2% | Mar 2026 |
|
| Greenwood Capital Associates | 42k | $997k | 36% | Mar 2026 |
|
| Guardian Wealth Management | 42k | $995k | 100% | Mar 2026 |
|
| Forum Private Client Group | 41k | $972k | -5% | Mar 2026 |
|
| Sontag Advisory | 41k | $958k | 2% | Mar 2026 |
|
| Heritage Wealth Management | 40k | $945k | 6% | Mar 2026 |
|
| Austin Wealth Management | 39k | $948k | -48% | Mar 2026 |
|
| Goss Wealth Management | 39k | $917k | -8% | Mar 2026 |
|
| marrick wealth | 38k | $886k | 100% | Mar 2026 |
|
| Sei Investments | 37k | $879k | 33% | Mar 2026 |
|
| Arkadios Wealth Advisors | 37k | $863k | 100% | Mar 2026 |
|
| Diversified Portfolios | 36k | $842k | -16% | Mar 2026 |
|
| TAGStone Capital | 34k | $808k | -8% | Mar 2026 |
|
| Merit Financial Group | 33k | $784k | -13% | Mar 2026 |
|
| Jane Street | 29k | $673k | -81% | Mar 2026 |
|
Who sold out of Dimensional Etf Trust?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| CLS Investments | Dec 2025 | 197k | $4.5M |
| PFG Private Wealth Management | Sep 2025 | 175k | $4.2M |
| Wealth Enhancement Advisory Services | Dec 2025 | 131k | $3.0M |
| Brown Financial Advisory | Dec 2025 | 120k | $2.7M |